Sara works closely with DWD’s advisors to assist with all Paraplanning necessities. She came to DWD to pursue her passion for the financial industry and is excited about helping clients achieve a more secure financial future.
Prior to joining DWD Portfolio Solutions in October 2022, she held a position as Medical Oncology Scheduling Coordinator, where she was responsible for scheduling and administrative operations. She is also a proud US Air Force Veteran.
Sara graduated from Franklin University with a Bachelor of Science in Healthcare Management in 2021 and became a CERIFIED FINANCIAL PLANNER® in December 2025.